Trinity Core Values:

  • We engage in ethical business practices – always.
  • A spirit of service – doing what is right for the client.
  • Results oriented – at the end of the day did we accomplish the goal.
  • Giving back to the community in time or material wealth.



As a team, we serve clients and our community, by helping provide the following:

  • Financial guidance to organizations (for profit, not-for-profit, religious) to help them remain or attain sustainability.
  • Offer strategic planning, analysis, and insight into proposed projects for feasibility and future returns.
  • Create a positive impact through our work with each other and the community.
  • Create synergistic networks of professional resources to create the best outcome for our clients and stakeholders.


Our Vision:

Helping churches, business owners, and organizations access professional & financial resources that create value and positively impact  their communities.